+141,161.2%
AAPL vs RSG
+2,005.0%
+139,156.2%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.0% |
| 7D | -2.7% | -0.7% | -2.0% | -2.5% |
| 30D | +1.0% | +3.3% | -2.3% | 0.0% |
| 3M | +5.0% | +8.5% | -3.5% | +2.2% |
| 6M | +23.0% | -3.5% | +26.6% | +23.9% |
| YTD | +16.6% | +5.5% | +11.1% | +14.1% |
| 1Y | +33.4% | -1.7% | +35.2% | +33.2% |
| 3Y | +79.9% | +56.9% | +23.0% | +54.3% |
| 5Y | +109.0% | +89.4% | +19.6% | +68.8% |
| 10Y | +1,210.4% | +412.5% | +797.9% | +699.3% |
| All | +141,161.2% | +2,005.0% | +139,156.2% | +59,220.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded RSG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling